LAFFEY-MCHUGH FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LAFFEY-MCHUGH FOUNDATION (EIN 51-6015095)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349105354
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T13:22:39-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 510229493 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBACANE THORNTON & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 503 CARR ROAD SUITE 100 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 516015095 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAFFEY-MCHUGH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAFF | BusinessNameControlTxt |
| Phone | 3026541680 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2286 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198992286 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS D VEALE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3026541680 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | VEALE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY A KOWALCZYK CPA | PreparerPersonNm |
| PTIN | P01563311 | PTIN |
| Phone | 3024788940 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $76,214,583 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $27,674 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,674 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $590,967 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $590,967 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,424,434 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,424,434 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,424,434 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,380,901 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,380,901 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $8,423,976 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,423,976 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $75,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $75,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $145,574 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $72,787 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $72,787 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $20,000 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $10,000 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,000 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $248,616 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $211,176 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $359 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $26,321 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $19,692 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $9,846 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $9,846 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,321 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,661 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,660 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $914,400 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $197,653 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $197,318 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,703,316 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,703,316 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,617,716 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $197,653 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,900,634 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,806,260 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,226,323 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,033,742 | CashBOYAmt |
| Cash EOY | $903,165 | CashEOYAmt |
| Cash EOYFMV | $903,165 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,486,880 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,773,997 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,752,480 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,358,438 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,123,392 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,850,538 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $44,619,659 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $51,522,724 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $62,611,417 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $404,276 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $307,293 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $105,287 | LandBOYAmt |
| Land EOY | $96,983 | LandEOYAmt |
| Land EOYFMV | $96,983 | LandEOYFMVAmt |
| Other Assets BOY | $9,995 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $61,614,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,420,261 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $76,214,583 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $61,614,001 | RetainedEarningBOYAmt |
| Retained Earning EOY | $65,420,261 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $61,614,001 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $65,420,261 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $61,614,001 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $65,420,261 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $61,614,001 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,806,260 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $65,420,261 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $65,420,261 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| LONG TERM CAPITAL GAIN DISTRIBUTIONS | P | 2021-12-31 | 2022-12-31 | $42,798 | $42,798 | $42,798 |
| GAINS ON SALES OF INVESTMENTS | P | 2021-12-31 | 2022-12-31 | $4,381,636 | $4,381,636 | $4,381,636 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,424,434 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,424,434 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $114,346 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $114,346 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $114,346 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $106,049 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $85,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $191,049 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $237 | EsPenaltyAmt |
| Overpayment | $76,466 | OverpaymentAmt |
| Applied To ES Tax | $76,466 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS VEALE | IndividualWithBooksNm |
| Phone | 3026541680 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | COMMUNITY SERVICE BLDG SUITE 815 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS D VEALE | ||||||||
| 100 WEST 10TH STREET SUITE 815 | WILMINGTON | DE | 19805 | EXECUTIVE DIRECTOR | 40.00 | $172,500 | $10,000 | $0 |
| WILSON JC BRAUN JR | ||||||||
| 100 WEST 10TH STREET SUITE 815 | WILMINGTON | DE | 19805 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| COLLINS J SEITZ JR | ||||||||
| 100 WEST 10TH STREET SUITE 815 | WILMINGTON | DE | 19805 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| ARTHUR G CONNOLLY III | ||||||||
| 100 WEST 10TH STREET SUITE 815 | WILMINGTON | DE | 19805 | EXECUTIVE VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| MARY C BRAUN | ||||||||
| 100 WEST 10TH STREET SUITE 815 | WILMINGTON | DE | 19805 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| ANTOINE J ALLEN | ||||||||
| 100 WEST 10TH STREET SUITE 815 | WILMINGTON | DE | 19805 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| MICHAEL M CONNOLLY | ||||||||
| 100 WEST 10TH STREET SUITE 815 | WILMINGTON | DE | 19805 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| CHRISTOPHER G CONNOLLY | ||||||||
| 100 WEST 10TH STREET SUITE 815 | WILMINGTON | DE | 19805 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA L HOFFMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WEST 10TH STREET SUITE 815 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE ASSISTANT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $78,250 | CompensationAmt |
| Employee Benefits | $10,000 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $81,749,011 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,489,202 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $106,133 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $84,344,346 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $84,344,346 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,265,165 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $83,079,181 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,153,959 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,153,959 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $114,346 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $23,895 | IncomeTaxAmt |
| Total Tax | $138,241 | TotalTaxAmt |
| Distributable Before Adj | $4,015,718 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,015,718 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,015,718 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,900,634 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,900,634 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,015,718 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $198,318 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $140,204 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $41,621 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,733 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $393,876 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,900,634 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,900,634 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $115,084 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $115,084 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $278,792 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $278,792 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $83,234 | ExcessFromYear4Amt |
| Excess From Year3 | $140,204 | ExcessFromYear3Amt |
| Excess From Year2 | $41,621 | ExcessFromYear2Amt |
| Excess From Year1 | $13,733 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LAFFEY-MCHUGH FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WEST 10TH STREET SUITE 815 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3026541680 | RecipientPhoneNum |
| Recipient Email Address | KYLE@LAFFEYMCHUGH.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANT APPLICATIONS ARE ACCEPTED FOR TWO FUNDING CYCLES. REQUESTS FOR THE SPRING FUNDING CYCLE MUST BE SUBMITTED BY APRIL 1. REQUESTS FOR THE FALL CYCLE MUST BE SUBMITTED BY OCTOBER 1. ORGANIZATIONS CAN REQUEST AN APPLICATION VIA THE FOUNDATION'S WEBSITE: LAFFEYMCHUGH.ORG. IF THE APPLICANT IS ELIGIBLE TO APPLY, AN EMAIL IS SENT TO THE DOCUMENTED CONTACT WITH A LINK TO THE ELECTRONIC APPLICATION. THE FOUNDATION DOES NOT ACCEPT PAPER-BASED APPLICATIONS OR APPLICATIONS THAT ARE NOT SUBMITTED THROUGH ITS APPLICATION PORTAL. ALL APPLICANTS MUST BE A 501(C)(3) PUBLIC CHARITY IN GOOD STANDING WITH THE IRS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PART 1: BY 12PM EST ON APRIL 1ST OR OCTOBER 1ST PART 2: BY 11:59PM EST ON APRIL 1ST OR OCTOBER 1ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (116 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 4TH DIMENSION LEADERS | |||||||
| 1007 N ORANGE STREET 4TH FL | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| A BETTER CHANCE FOR OUR CHILDREN | |||||||
| 1307 PHILADELPHIA PIKE | WILMINGTON | DE | 19809 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ARCHMERE ACADEMY US CATHOLIC CONFERENCE | |||||||
| 3600 PHILADELPHIA PIKE | CLAYMONT | DE | 19703 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ASPEN ART MUSEUM | |||||||
| 637 EAST HYMAN AVENUE | ASPEN | CO | 81611 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ASPEN CENTER FOR ENVIRONMENTAL STUDIES | |||||||
| 100 PUPPY SMITH STREET | ASPEN | CO | 81611 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BEAU BIDEN FOUNDATION FOR PROTECTION | |||||||
| PO BOX 7819 | WILMINGTON | DE | 19803 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BEST BUDDIES OF DELAWARE | |||||||
| 4023 KENNETT PIKE 415 | GREENVILLE | DE | 19807 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BOY'S & GIRLS CLUB OF DELAWARE | |||||||
| 699 S UNION STREET | WILMINGTON | DE | 19805 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| BRANDYWINE CONSERVANCY | |||||||
| 1 HOFFMANS MILL ROAD | CHADDS FORD | PA | 19317 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CAMBODIAN CHILDREN'S FUND | |||||||
| 2309 SANTA MONICA BLVD PMB 833 | SANTA MONICA | CA | 90404 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| CAMP POSSIBILITIES | |||||||
| PO BOX 182 | PORT DEPOSIT | MD | 21904 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| CANCER SUPPORT COMMUNITY DELAWARE | |||||||
| 4810 LANCASTER PIKE | WILMINGTON | DE | 19807 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CATHOLIC CHARITIES INC | |||||||
| 2050 BALLENGER AVE SUITE 400 | ALEXANDRIA | VA | 22314 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| CENTER FOR STRUCTUAL EQUITY COMMUNITY | |||||||
| 813 N TATNALL STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CENTRAL DELAWARE HABITAT FOR HUMANITY | |||||||
| 2311 S DUPONT HWY | DOVER | DE | 19901 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| CHILDREN & FAMILIES FIRST | |||||||
| 809 WASHINGTON STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| CHILDREN'S BEACH HOUSE INC | |||||||
| 100 W 10TH STREET 411 | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CHILDREN'S HOSPITAL OF PHILADELPHIA | |||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| CHRISTINA CULTURAL ARTS CENTER | |||||||
| 705 N MARKET STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $45,000 | |
| COLORADO WATER TRUST | |||||||
| 1312 17TH STREET 766 | DENVER | CO | 80202 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| COMBINED CAMPAIGN FOR JUSTICE | |||||||
| PO BOX 2113 | WILMINGTON | DE | 19899 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| CONNECTDE | |||||||
| PO BOX 9414 | NEWARK | DE | 19714 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| CONSCIOUS CONNECTIONS | |||||||
| 22 E 23RD STREET | WILMINGTON | DE | 19802 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| DE COALITION AGAINST DOMESTIC VIOLENCE | |||||||
| 100 WEST 10TH STREET SUITE 903 | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| DE RIVER & BAY LIGHTHOUSE FOUNDATION | |||||||
| PO BOX 708 | LEWES | DE | 19958 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| DELAWARE ADOLESCENT PROGRAM INC | |||||||
| 1148 PULASKI HWY SUITE 325 | BEAR | DE | 19701 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| DELAWARE ART MUSEUM | |||||||
| 2301 KENTMERE PARKWAY | WILMINGTON | DE | 19806 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| DELAWARE CENTER FOR HORTICULTURE | |||||||
| 1810 N DUPONT STREET | WILMINGTON | DE | 19806 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| DELAWARE CHILDREN'S MUSEUM | |||||||
| 550 JUSTISON STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| DELAWARE COLLEGE SCHOLARS PROGRAM | |||||||
| PO BOX 392 | WILMINGTON | DE | 19899 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| DELAWARE FIRST MEDIA CORPORATION | |||||||
| PO BOX 455 | DOVER | DE | 19903 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| DELAWARE FUTURES INC | |||||||
| 1104 N ADAMS STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| DELAWARE INSTITUTE FOR THE ARTS IN EDUCA | |||||||
| 1200 N FRENCH STREET ROOM 741 | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| DELAWARE PACEM IN TERRIS | |||||||
| 1801 JEFFERSON STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| DELAWARE STATE UNIVERSITY | |||||||
| 1200 N DUPONT HIGHWAY | DOVER | DE | 19901 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ELIZABETH W MURPHEY SCHOOL | |||||||
| 42 KINGS HWY | DOVER | DE | 19901 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| EXCEPTIONAL CARE FOR CHILDREN INC | |||||||
| 11 INDEPENDENCE WAY | NEWARK | DE | 19713 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| FAITHFUL FRIENDS INC | |||||||
| 165 AIRPORT ROAD | NEW CASTLE | DE | 19720 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| FAMILY PROMISE OF NORTHERN NCCO | |||||||
| 2104 ST JAMES CHURCH ROAD | WILMINGTON | DE | 19808 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| FIRST COMMUNITY FOUNDATION | |||||||
| 3000 N CLAYMONT STREET | WILMINGTON | DE | 19802 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| FOOD BANK OF DELAWARE | |||||||
| 222 LAKE DRIVE | NEWARK | DE | 19702 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| FRACTURED ATLAS INC | |||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FREIRE CHARTER SCHOOL FOUNDATION | |||||||
| 201 W 14TH STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| FRESH START SCHOLARSHIP FOUNDATION | |||||||
| PO BOX 7784 | WILMINGTON | DE | 19803 | PC | GENERAL OPERATING SUPPORT | $16,000 | |
| FRIENDSHIP HOUSE | |||||||
| PO BOX 1517 | WILMINGTON | DE | 19899 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| GAUDENZIA INC | |||||||
| 106 WEST MAIN STREET | NORRISTOWN | PA | 19401 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| GIRL SCOUTS OF THE CHESAPEAKE BAY | |||||||
| 225 S OLD BALTIMORE PIKE | NEWARK | DE | 19702 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| GOOD NEIGHBORS INC | |||||||
| 224 EAST STREET ROAD SUITE 2 | KENNETT SQUARE | PA | 19348 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| GREEN BERET PROJECT | |||||||
| 375 SIMON CIRCLE | DOVER | DE | 19904 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| HARPERS HEART | |||||||
| 300 DELAWARE AVE SUITE 210 | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| HEALTHY FOODS FOR HEALTHY KIDS INC | |||||||
| PO BOX 847 | HOCKESSIN | DE | 19707 | PC | GENERAL OPERATING SUPPORT | $28,500 | |
| IMPACT LIFE | |||||||
| 30 BANCROFT MILLS RD | WILMINGTON | DE | 19806 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| KALMAR NYCKEL FOUNDATION | |||||||
| 1124 EAST 7TH STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| KIND TO KIDS | |||||||
| 100 WEST 10TH STREET SUITE 606 | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| LAS AMERICAS ASPIRA ACADEMY | |||||||
| 326 RUTHAR DRIVE | NEWARK | DE | 19711 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| LEADING YOUTH THROUGH EMPOWERMENT INC | |||||||
| 1313 N MARKET STREET SUITE 110A | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| LIMEN HOUSE | |||||||
| 600 WEST 10TH STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| LITTLE SISTERS OF THE POOR | |||||||
| 185 SALEM CHURCH ROAD | NEWARK | DE | 19713 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| MELODIC MOVEMENTS PERFORMING ARTS | |||||||
| 7465 LANCASTER PIKE SUITE L 2ND | HOCKESSIN | DE | 19707 | PC | GENERAL OPERATING SUPPORT | $25,000 | FLOOR |
| METROPOLITAN WILMINGTON URBAN LEAGUE | |||||||
| 100 WEST 10TH STREET SUITE 602 | WILMINGTON | DE | 198016605 | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| MILES COM DEV CORP DBA TRUNKS OF LOVE | |||||||
| 100 MULLEN AVE 964 | NEW CASTLE | DE | 19720 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MINISTRY OF CARING INC | |||||||
| 115 14TH STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $175,000 | |
| MOM'S HOUSE (DOVER) | |||||||
| 864 SOUTH STATE STREET | DOVER | DE | 19901 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| NATIONAL ALOPECIA AREATA FOUNDATION | |||||||
| 65 MITCHELL BLVD SUITE 200-B | SAN RAFAEL | CA | 94903 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NATIVITY PREP SCHOOL OF WILMINGTON | |||||||
| 1515 LINDEN STREET | WILMINGTON | DE | 19805 | PC | GENERAL OPERATING SUPPORT | $45,000 | |
| NETWORK DELAWARE | |||||||
| 719 N SHIPLEY STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| OCEAN ALLIANCE | |||||||
| 32 HORTON STREET | GLOUCESTER | MA | 01930 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| OPERADELAWARE INC | |||||||
| 4 SOUTH POPLAR STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| OPERATION WARM | |||||||
| PO BOX 822431 | PHILADELPHIA | PA | 191822431 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| PARTNERS FOR JUSTICE | |||||||
| 125 LINCOLN PLACE | BROOKLYN | NY | 11217 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| PATHFINDERS MBS | |||||||
| PO BOX 11799 | ASPEN | CO | 81612 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| PLANTING TO FEED INC | |||||||
| PO BOX 9737 | WILMINGTON | DE | 19809 | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| PRESBYTERIAN CHURCH OF THE COVENANT | |||||||
| 503 DUNCAN ROAD | WILMINGTON | DE | 19809 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| PROJECT NEW START | |||||||
| 4601 CONCORD PIKE | WILMINGTON | DE | 19803 | PC | GENERAL OPERATING SUPPORT | $22,000 | |
| PROJECT SWEET PEAS | |||||||
| 45 BOYLSTON STREET | WARWICK | RI | 02889 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| PUBLIC ALLIES | |||||||
| 100 WEST 10TH STREET SUITE 409 | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $25,500 | |
| REACH RIVERSIDE DEVELOPMENT CORPORATION | |||||||
| 1121 THATCHER STREET | WILMINGTON | DE | 19802 | PC | GENERAL OPERATING SUPPORT | $17,500 | |
| READ-ALOUD DELAWARE | |||||||
| 100 WEST 10TH STREET SUITE 309 | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| READING ASSIST INSTITUTE | |||||||
| 100 WEST 10TH STREET SUITE 910 | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| REED'S REFUGE CENTER | |||||||
| 1601 PINE STREET | WILMINGTON | DE | 19802 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| RESILIA | |||||||
| 3014 DAUPHINE STREET | NEW ORLEANS | LA | 70117 | PC | GENERAL OPERATING SUPPORT | $40,816 | |
| RODNEY ST TENNIS & TUTORING ASSOC | |||||||
| 101 GARDEN OF EDEN ROAD SUITE 102 | WILMINGTON | DE | 19803 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| SAINT MARK'S HIGH SCHOOL | |||||||
| 2501 PIKE CREEK ROAD | WILMINGTON | DE | 19808 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SAINT MICHAEL'S SCHOOL AND NURSERY | |||||||
| 700 NORTH WALNUT STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| SAINT PATRICK'S CENTER | |||||||
| 107 E 14TH STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| SCHOLARS TURF YOUTH LOUNGE | |||||||
| 800 VANDEVER AVENUE | WILMINGTON | DE | 19802 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SERVIAM GIRLS ACADEMY | |||||||
| 900 WASHINGTON STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $16,500 | |
| SMILING GOAT RANCH | |||||||
| 271 WILLOW LANE | CARBONDALE | CO | 81623 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SOJOURNERS' PLACE INC | |||||||
| 2901 GOVERNOR PRINTZ BLVS | WILMINGTON | DE | 19802 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| SPUR IMPACT ASSOCIATION | |||||||
| 727 N MARKET STREET SUITE 3 | WILMINGTON | DE | 19899 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ST JOHN'S COMMUNITY SERVICES | |||||||
| 1080 DELAWARE AVE SUITE 302 | PHILADELPHIA | PA | 19125 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| STEHM INC | |||||||
| PO BOX 2617 | WILMINGTON | DE | 198050617 | PC | GENERAL OPERATING SUPPORT | $23,500 | |
| STOP THE VIOLENCE COALITION | |||||||
| 1370 WILLIAM STREET | BUFFALO | NY | 14206 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| STOP THE VIOLENCE PRAYER CHAIN | |||||||
| 103 ROGERS ROAD | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| STRIVE HOW TO LEAD MATTERS INC | |||||||
| 1121 THATCHER STREET | WILMINGTON | DE | 19802 | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| SUMMER LEARNING COLLABORATIVE INC | |||||||
| 1200 N FRENCH STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| SUNDAY BREAKFAST MISSION | |||||||
| 110 POPLAR STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| SUSSEX MONTESSORI SCHOOL | |||||||
| 24970 DAIRY LANE | SEAFORD | DE | 19973 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| TEACH FOR AMERICA INC | |||||||
| 1200 NORTH FRENCH STREET SUITE 726 | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| TEENSHARP | |||||||
| 1200 NORTH FRENCH STREET SUITE 726 | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| THE CHOIR SCHOOL OF DELAWARE | |||||||
| 2013 N MARKET STREET | WILMINGTON | DE | 19802 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE DELAWARE CONTEMPORARY | |||||||
| 200 S MADISON STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE PRECISION INSTITUTE | |||||||
| TWO RIGHTER PARKWAY SUITE 215 | WILMINGTON | DE | 19803 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| THE SPRINGBOARD COLLABORATIVE | |||||||
| 112 FRENCH STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| TOMARO'S CHANGE | |||||||
| 3301 GREEN STREET SUITE 235 | CLAYMONT | DE | 19703 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| TRUSTEES OF UNIVERSITY OF PENNSYLVANIA | |||||||
| 3160 CHESTNUT STREET | PHILADELPHIA | PA | 191046280 | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| URBANPROMISE MINISTRIES WILMINGTON | |||||||
| 2401 THATCHER STREET | WILMINGTON | DE | 19802 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| WEST END NEIGHBORHOOD HOUSE | |||||||
| 710 N LINCOLN STREET | WILMINGTON | DE | 19805 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| WILDERNESS WORKSHOP | |||||||
| PO BOX 1442 | CARBONDALE | CO | 86123 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| WILMINGTON CHILDREN'S CHORUS | |||||||
| 1101 N MARKET STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $28,000 | |
| WILMINGTON FRIENDS SCHOOL | |||||||
| 101 SCHOOL ROAD | WILMINGTON | DE | 19803 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| WILMINGTON PLACEMAKERS DBA WILM GREEN BOX | |||||||
| 420 N MARKET STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| WILMINGTON SENIOR CENTER | |||||||
| 1901 N MARKET STREET SUITE 200 | WILMINGTON | DE | 19802 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| WILMINGTON TOYS FOR TOTS INC | |||||||
| NEW CASTLE COUNTY | WILMINGTON | DE | 19808 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| YMCA OF DELAWARE | |||||||
| 100 WEST 10TH STREET SUITE 1100 | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| YWCA DELAWARE INC | |||||||
| 100 WEST 10TH STREET SUITE 515 | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,703,316 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,674 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $590,967 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,380,901 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,424,434 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,423,976 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,423,976 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDIT FEES | CategoryTxt |
| Amt | $33,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | US CORPORATE BONDS | BondNm |
| EOY Book Value | $10,123,392 | EOYBookValueAmt |
| EOYFMV | $8,850,538 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $2,773,997 | EOYBookValueAmt |
| EOYFMV | $3,752,480 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $21,601,742 | $21,408,992 |
| INVESTMENT PARTNERSHIPS | AT COST | $29,920,982 | $41,202,425 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (40 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTER HARDWARE | $25,439 | $25,439 | $0 | |
| FURNITURE | $28,694 | $28,694 | $0 | |
| LEASEHOLD IMPROVEMENT | $60,262 | $34,557 | $25,705 | $25,705 |
| FURNITURE | $1,725 | $1,725 | $0 | |
| COMPUTER SOFTWARE | $13,395 | $13,395 | $0 | |
| COMPUTER SOFTWARE | $3,074 | $3,074 | $0 | |
| FURNITURE | $6,250 | $6,250 | $0 | |
| TELEPHONE SYSTEM | $655 | $655 | $0 | |
| FURNITURE | $1,088 | $1,088 | $0 | |
| 2 DELL COMPUTERS | $6,053 | $6,053 | $0 | |
| FURNITURE | $1,076 | $1,076 | $0 | |
| SERVER | $2,812 | $2,812 | $0 | |
| COMPUTER SOFTWARE | $3,888 | $3,888 | $0 | |
| COMPUTER SOFTWARE | $4,036 | $4,036 | $0 | |
| COMPUTER SOFTWARE | $14,284 | $14,284 | $0 | |
| COMPUTER SOFTWARE | $4,439 | $4,439 | $0 | |
| COMPUTER SOFTWARE | $408 | $408 | $0 | |
| COMPUTER SOFTWARE | $220 | $220 | $0 | |
| COMPUTER SOFTWARE | $5,845 | $5,845 | $0 | |
| COMPUTER SOFTWARE | $4,240 | $4,240 | $0 | |
| COMPUTER SOFTWARE | $6,085 | $6,085 | $0 | |
| COMPUTER SOFTWARE | $4,452 | $4,452 | $0 | |
| COMPUTER SOFTWARE | $6,367 | $6,367 | $0 | |
| COMPUTER SOFTWARE | $4,593 | $4,593 | $0 | |
| COMPUTER SOFTWARE | $20,197 | $20,197 | $0 | |
| COMPUTER HARDWARE | $11,922 | $11,922 | $0 | |
| COMPUTER SOFTWARE | $15,933 | $15,933 | $0 | |
| COMPUTER SOFTWARE | $16,730 | $16,730 | $0 | |
| COMPUTER SOFTWARE | $17,567 | $17,567 | $0 | |
| COMPUTER HARDWARE | $4,308 | $3,375 | $933 | $933 |
| COMPUTER HARDWARE | $13,259 | $10,018 | $3,241 | $3,241 |
| COMPUTER SOFTWARE | $4,308 | $2,059 | $2,249 | $2,249 |
| COMPUTER SOFTWARE | $13,259 | $5,598 | $7,661 | $7,661 |
| COMPUTER SOFTWARE | $3,203 | $1,086 | $2,117 | $2,117 |
| COMPUTER SOFTWARE | $787 | $266 | $521 | $521 |
| COMPUTER SOFTWARE | $12,480 | $5,269 | $7,211 | $7,211 |
| COMPUTER SOFTWARE | $21,726 | $7,363 | $14,363 | $14,363 |
| COMPUTER SOFTWARE | $1,200 | $433 | $767 | $767 |
| COMPUTER HARDWARE | $20,000 | $4,000 | $16,000 | $16,000 |
| COMPUTER SOFTWARE | $18,017 | $1,802 | $16,215 | $16,215 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $9,995 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DUES | $9,905 | $4,953 | $0 | $4,952 |
| INSURANCE | $5,213 | $2,606 | $0 | $2,607 |
| LEASE EXPENSE | $1,493 | $747 | $0 | $746 |
| OFFICE SUPPLIES | $1,310 | $655 | $0 | $655 |
| OPERATING EXPENSE | $7,566 | $3,783 | $0 | $3,783 |
| PAYROLL FEES | $2,171 | $1,085 | $0 | $1,086 |
| POSTAGE | $364 | $182 | $0 | $182 |
| FOREIGN EXCHANGE FEE | $117 | $59 | $0 | $58 |
| TECH SERVICES | $31,050 | $15,525 | $0 | $15,525 |
| BANK FEE | $132 | $66 | $0 | $66 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $3,376,937 | $3,376,937 | $0 |
| OTHER INCOME | $3,964 | $3,964 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $248,616 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAXES | $210,792 | $0 | $0 | $0 |
| FRANCHISE TAX | $25 | $0 | $0 | $25 |
| FOREIGN TAXES | $359 | $359 | $0 | $0 |